Aprio Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aprio Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.67M	Sell	21,786 -1,179	-5%	-$340K	0.33%	67
2026 Q1	$5.91M	Sell	22,965 -1,869	-8%	-$513K	0.32%	65
2025 Q4	$6.93M	Sell	24,834 -846	-3%	-$242K	0.4%	53
2025 Q3	$7.54M	Sell	25,680 -9,244	-26%	-$2.67M	0.75%	28
2025 Q2	$9.93M	Sell	34,924 -19,403	-36%	-$5M	1.12%	19
2025 Q1	$13.3M	Buy	54,327 +10,223	+23%	+$2.66M	1.67%	13
2024 Q4	$11.2M	Buy	44,104 +5,488	+14%	+$1.41M	1.63%	13
2024 Q3	$9.4M	Buy	38,616 +2,699	+8%	+$629K	1.5%	14
2024 Q2	$8.24M	Buy	35,917 +935	+3%	+$214K	1.5%	12
2024 Q1	$8.25M	Buy	34,982 +5,517	+19%	+$1.24M	1.62%	13
2023 Q4	$6.47M	Buy	29,465 +3,876	+15%	+$775K	1.44%	17
2023 Q3	$4.98M	Buy	+25,589	New	+$5.22M	1.37%	17

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Aprio Wealth Management's VOT Position: Q2 2026 in Review

Aprio Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.1% in Q2 2026, selling an estimated $340K and leaving 21,786 shares worth $6.67M. The position accounts for 0.33% of the portfolio, ranked #67.

Aprio Wealth Management first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.3M in Q1 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Aprio Wealth Management held 21,786 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.67M as of Q2 2026.
Aprio Wealth Management sold 1,179 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $340K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of Aprio Wealth Management's portfolio in Q2 2026, its #67 holding.
Aprio Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Aprio Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $13.3M in Q1 2025.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.